In our previous series on asset allocation, we explored some of the basics of managing a properly diversified portfolio. Examining risk tolerance, investment goals, and a number of years to…

Asset allocation is an investment strategy that attempts to balance risk versus reward through building a diversified portfolio of assets. Your allocation is determined by examining your risk tolerance, individual…

Rebalancing a portfolio is a very powerful concept. It allows the investor to systemically sell high and buy low. Index investors do that regularly and there are no reasons why…

Knowing your asset allocation is an important step to control and manage your investments. In a perfect world, you should be able to easily calculate and see your asset allocation.…